Emerging and frontier market small cap-focused equities. Active strategy.
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Redwheel, formerly known as RWC Partners Ltd, is a UK-registered boutique investment firm specialising in active equities and convertible bonds. The firm manages >$20bn of assets across 4 equity capability sets and a range of convertible bond strategies, managed by 8 autonomous investment teams.
The Redwheel Next Generation Emerging Markets Equity Fund is an actively managed strategy aiming to provide long-term capital appreciation by investing primarily in smaller emerging markets and frontier markets equities globally. The fund runs a bottom-up approach seeking growing companies with strong sustainable cash flows at attractive valuations. ESG considerations are integrated into the investment process. The fund has >90 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Redwheel Next Generation EM Equity Fund
This fund represents active exposure to Emerging and Frontier Markets small cap-focused equities.
Vanguard Emerging Markets Stock Index Fund
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to Emerging and Frontier Markets small cap-focused equities.
The fund focuses on a bottom-up investment approach seeking growing companies with strong sustainable cash flows at attractive valuations.
Sectors
Geography